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CFA 2018 smart summary, study session 03, reading 13 1

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2017, Study Session # 3, Reading # 13 “TECHNICAL ANALYSIS” Trend in prices Reaching higher highs & retracing higher lows.. Breakdown below uptrend line significant price change.. Break

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2017, Study Session # 3, Reading # 13

“TECHNICAL ANALYSIS”

Trend in prices

 Reaching higher highs & retracing higher lows

 Show, demand is

 Trend line connects increasing lows

 Breakdown below uptrend line (significant price change)

 Lower lows & retracing lower highs

 Show, supply is 

 Trend line connects decreasing highs

 Breakdown above downtrend line (significant price change)

Price range in which buying activity is sufficient to stop decline in price

Price range in which selling activity

is sufficient to stop rise in price

Change in polarity

 Breached resistance levels become support levels & vice versa

12 c

S.D = Standard Deviations M.A = Moving Average M.V = Market Value MACD = Moving Average Convergence/Divergence

Types of price charts

Line charts Bar charts Candlestick charts Point & figure charts

 Show closing prices as data points on a continuous line

 Opening & closing &

high & lowprices

 Use cross-hatches &

vertical lines as symbols

 Same data as bar charts

 Use boxes shaped as candle’s body for opening & closing price

 Price moves are much more visible

 ∆ in the direction of price

 Horizontal axis reflects

no of ∆ in price not time

 Price change represents the height which is “box size”

Volume Chart

 Usually included at the bottom of many charts

 Volume on vertical axis

Relative strength analysis

 Assets closing price Benchmark value

  in trend, asset is outperforming & vice versa

12 b

 Charts of price & volume

 Exponential price change ⇒ charts on a log scale

 Time interval reflects horizon of interest

 Study of collective market sentiment

 Prices are determined by interaction of supply & demand

 Key assumption of T.A is that EMH does not hold

 Usefulness is limited in illiquid markets as well as markets subject to large outside manipulation

Comparison Technical Analysis Fundamental Analysis

 Share price & trading volume  Intrinsic value

 Data is observable  Use F.S & other information

 Can applied on assets without C.F

12 a

T.A = Technical Analysis

F.S = Financial Statements

C.F = Cash Flows

ROC = Rate of Change

RSI = Relative Strength Index

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2017, Study Session # 3, Reading # 13

Reversal Patterns

 Signals the end of a trend

 Head & shoulder patterns must be preceded by uptrend & inverse H&S must be preceded by downtrends

 Analyst use size of H&S pattern to project price target

Double top & triple top

 Indicate weakening buying pressure (Similar to H&S)

 Selling pressure appears after resistance level

 Double bottom & triple bottom for downtrends

Continuation Patterns Used to predict the resumption

of a market trend

Triangles

 Form when the range between high and low prices narrows

 Can be symmetrical, ascending or descending

 Suggest buying & selling pressure roughly equal

 Measuring implication: height of triangle at formation

Rectangles

 Form when trading temporarily range b/w support & resistance level

 Is a form of continuation pattern with one formed by connecting the high prices and the other by connecting the lows

 Flags & pennants ⇒ Form over a short period of time, on a daily price chart

Price based Indicators Moving avg lines

 Mean of closing prices over a specified number of periods

 The longer the time-frame used to create M.A “n”, smoother the avg line

 Uptrend price is higher then moving avg & vice versa

 M.A for different periods can be used together

 Golden cross: Short-term M.A crosses from underneath long-term M.A, buy signal Dead cross: Short-term M.A crosses from above long-term moving average, sell signal

Bollinger bands

 Based on S.D from average price over last n periods

 Analyst draw high & low bands above & below n-period M.A

 Long-term investors may buy (sell) when price significantly exceeds (falls below) the upper (lower) bound

 Contrarian strategy ⇒ Buy (sell) when price reaches the upper (lower) band

Oscillators

 Tool to identify overbought or oversold market

 Based on M.P but scaled so that they “oscillate” around a value or between two values

 Charts used to identify convergence or divergence of oscillator & M.P

 Convergence ⇒ same pattern as security, divergence ⇒ Oscillators demonstrate vice versa

Examples of oscillators

ROC or Momentum

 100 × Diff b/w last closing price &

closing price x days ago

 Buy when oscillator into crosses

positive territory & vice versa

 Can be around 0 or around 100

 Ratio of = Total price  Total price

 Oscillate b/w 0-100

 Value> 70 ⇒ overbought

 Value < 30 oversold

 Use exponentially smoothed M.V

 Oscillate around 0 but not bounded

 MACD and signal lines used in technical analysis in three ways: Crossover between signal line and the MACD;

trends lines on the MACD itself; and the MACD in or outside range

 Calculated from latest closing price & highest & lowest prices

 Use two lines bounded 0 &

100

 %k = diff b/w latest price &

recent low as % of diff b/w recent high & lows

 Average of the last three %K values calculated daily

12 d

12 e

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2017, Study Session # 3, Reading # 13

Non-Price-Based Indicators

 Sentiment indicators ⇒ to gain insight into trends

 Bullish⇒ increasing prices, bearish ⇒ decreasing prices

 Opinion polls⇒ measure investors’ sentiments directly

a Sentiment Indicators

 Put/call ratio = Put volume

Call volume

  Ratio ⇒ market sentiment is extremely negative; likely increase in price

 Viewed as contrarian indicator

 Extremely high ratio ⇒ bearish outlook & vice versa

1 Put/Call Ratio

 Measure volatility of options on S&P 500 stock index

 High VIX ⇒fear declines in stock market

 Technical analysts interpret VIX in contrarian way

2 CBOE Volatility Index (VIX)

  in M.D, buying, when reach their limit, buying ,

prices , investor sell securities to meet margin calls

  M.D coincides with  prices &  M.D with  prices

3 Margin Debt

 Short interest is no of shares borrowed & sold short

 Short interest ratio = short interest / Avg daily trading volume

 Some analysts may believe that if ratio increases market should

express decrease in price and vice versa

4 Short Interest Ratio

b Flow of funds indicators

 Useful for observing changes in demand & supply of securities

1 Arms index or short-term trading index (TRIN)

 Measure of funds flowing into or out of advancing &

declining stocks

 TRIN =

 Index value close to 1 ⇒ flowing evenly to advancing &

declining stocks

 Value > 1 ⇒ majority in declining stocks, value < 1 ⇒ majority in advancing stocks

2 Margin debt

  Margin debt ⇒ investor wants to buy more stocks & vice versa

3 Mutual fund cash position

 Ratio of = fund’s cash/total assets

 Uptrend ⇒ ratio  & vice versa

 T.A analysts view as contrarian indicator

4 New equity issuance

 IPO add to supply of stocks

 Secondary issues do not increase the supply of stock but rather increase shares available for trading

 Issuer tends to issue when market peaks, so issuance coincide with high price

 Cycle theory is study of processes that occur in cycles

Cycle Periods Presidential Cycles Decennial Patterns Kondratieff wave Tied to U.S Presidential

elections cycle with the third year being prior to election year

Broken down on the basis of the last digit in the year; years ending with a 0(5) have had the worst (best) performance

54-year

12 e

12 f

Kondratieff wave 18-year Cycle

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2017, Study Session # 3, Reading # 13

Elliott wave theory

 Financial market prices ⇒ described by interconnected set of cycles

 Waves ⇒ chart patterns, uptrend ⇒ 5 upward waves, 3 downwards &

vice versa in downtrend

 Ratios of the size of the subsequent wave ⇒ Fibonacci ratios

 Fibonacci sequence starts with the numbers 0, 1 and 1, and the each

subsequent number in the sequence number in the sequence is the

sum of the two previous numbers

 Ratio of 0.618 and 1 618 used to project price targets

Intermarket analysis

 Analysis of interrelationship among M.V of asset classes (e.g stocks, bonds)

 Relative strength ratio ⇒to identify outperforming asset class, then assets within class

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